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SM

Salzhauer Michael Portfolio holdings

AUM $212M
1-Year Est. Return 20.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$212M
AUM Growth
-$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$74.1M
2
+$36.1M
3
+$6.15M
4
WFC icon
Wells Fargo
WFC
+$5.19M
5
FHN icon
First Horizon
FHN
+$3.74M

Top Sells

1
+$7.58M
2
+$3.51M
3
+$2.54M
4
CMA
Comerica
CMA
+$2.31M
5
FRST icon
Primis Financial Corp
FRST
+$735K

Sector Composition

1 Financials 98.39%
2 Communication Services 0.76%
3 Technology 0.41%
4 Healthcare 0.27%
5 Industrials 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CFG icon
26
Citizens Financial Group
CFG
$27.2B
$1.62M 0.76%
121,391
+100,000
TOWN icon
27
Towne Bank
TOWN
$3.11B
$1.59M 0.75%
47,121
+18,050
TCBX icon
28
Third Coast Bancshares
TCBX
$658M
$1.54M 0.73%
40,753
+478
HWC icon
29
Hancock Whitney
HWC
$5.6B
$1.54M 0.73%
24,232
+1,100
MCB icon
30
Metropolitan Bank Holding Corp
MCB
$1.14B
$1.49M 0.7%
17,893
-6,062
HAFC icon
31
Hanmi Financial
HAFC
$909M
$1.43M 0.67%
54,171
+7,239
SHBI icon
32
Shore Bancshares
SHBI
$715M
$1.35M 0.64%
72,357
+300
WSFS icon
33
WSFS Financial
WSFS
$3.75B
$1.27M 0.6%
19,329
CFBK icon
34
CF Bankshares
CFBK
$194M
$1.09M 0.51%
39,003
+12,239
QCRH icon
35
QCR Holdings
QCRH
$1.55B
$1.05M 0.49%
12,250
+53
UNTY icon
36
Unity Bancorp
UNTY
$549M
$1.01M 0.47%
19,424
+10,000
USCB icon
37
USCB Financial Holdings
USCB
$340M
$976K 0.46%
52,629
+6,900
SSBI icon
38
Summit State Bank
SSBI
$90.8M
$970K 0.46%
72,575
-19,924
JPM icon
39
JPMorgan Chase
JPM
$834B
$946K 0.45%
3,215
SPFI icon
40
South Plains Financial
SPFI
$790M
$945K 0.45%
22,546
AAPL icon
41
Apple
AAPL
$4.43T
$867K 0.41%
3,418
KEY icon
42
KeyCorp
KEY
$23.5B
$838K 0.39%
201,914
+146,300
COSO
43
CoastalSouth Bancshares
COSO
$317M
$813K 0.38%
33,046
+300
BPOP icon
44
Popular Inc
BPOP
$9.92B
$700K 0.33%
5,215
-179
LNKB
45
DELISTED
LINKBANCORP
LNKB
$681K 0.32%
81,685
+27,300
MS icon
46
Morgan Stanley
MS
$335B
$680K 0.32%
4,131
CBFV icon
47
CB Financial Services
CBFV
$175M
$646K 0.3%
18,903
COLB icon
48
Columbia Banking Systems
COLB
$8.59B
$622K 0.29%
22,686
AUB icon
49
Atlantic Union Bankshares
AUB
$5.43B
$592K 0.28%
16,578
ABCB icon
50
Ameris Bancorp
ABCB
$5.74B
$575K 0.27%
7,376
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